Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Congress Asset Management Mid Cap Growth Fund in their Schedule of Assets, totaling $52.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHICAGO MERCANTILE EXCHANGE, INC. CHICAGO MERCANTILE EXCHANGE, INC. 401(K) SAVINGS PLAN | CHICAGO IL | 2,245 | $1.1B | $52.1M |
| 2 | IQVENTURES HOLDINGS, LLC IQVENTURES RETIREMENT & SAVINGS PLAN | DUBLIN OH | 223 | $6.0M | $40K |
